RWM
Ritholtz Wealth Management’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.39M | Buy |
67,563
+9,713
| +17% | +$775K | 0.12% | 101 |
|
|
2025
Q1 | $4.54M | Sell |
57,850
-925
| -2% | -$72.5K | 0.14% | 104 |
|
|
2024
Q4 | $5.13M | Sell |
58,775
-188
| -0.3% | -$16.4K | 0.15% | 81 |
|
|
2024
Q3 | $5.12M | Buy |
58,963
+613
| +1% | +$53.2K | 0.15% | 82 |
|
|
2024
Q2 | $4.57M | Buy |
58,350
+5
| +0% | +$392 | 0.15% | 82 |
|
|
2024
Q1 | $4.84M | Sell |
58,345
-374
| -0.6% | -$31K | 0.17% | 75 |
|
|
2023
Q4 | $4.89M | Buy |
58,719
+986
| +2% | +$82.1K | 0.19% | 65 |
|
|
2023
Q3 | $4.18M | Sell |
57,733
-809
| -1% | -$58.5K | 0.19% | 71 |
|
|
2023
Q2 | $4.52M | Sell |
58,542
-5,385
| -8% | -$416K | 0.2% | 64 |
|
|
2023
Q1 | $4.87M | Sell |
63,927
-506
| -0.8% | -$38.5K | 0.24% | 57 |
|
|
2022
Q4 | $4.78M | Buy |
64,433
+172
| +0.3% | +$12.8K | 0.27% | 59 |
|
|
2022
Q3 | $4.32M | Sell |
64,261
-3,779
| -6% | -$254K | 0.23% | 59 |
|
|
2022
Q2 | $4.93M | Sell |
68,040
-4,303
| -6% | -$312K | 0.31% | 34 |
|
|
2022
Q1 | $6.03M | Buy |
72,343
+2,308
| +3% | +$192K | 0.41% | 29 |
|
|
2021
Q4 | $5.93M | Sell |
70,035
-2,668
| -4% | -$226K | 0.37% | 29 |
|
|
2021
Q3 | $5.96M | Sell |
72,703
-5,565
| -7% | -$456K | 0.41% | 25 |
|
|
2021
Q2 | $6.71M | Sell |
78,268
-262
| -0.3% | -$22.5K | 0.48% | 20 |
|
|
2021
Q1 | $6.44M | Sell |
78,530
-1,997
| -2% | -$164K | 0.54% | 19 |
|
|
2020
Q4 | $5.33M | Buy |
80,527
+5,762
| +8% | +$381K | 0.51% | 21 |
|
|
2020
Q3 | $3.75M | Sell |
74,765
-14,691
| -16% | -$736K | 0.42% | 24 |
|
|
2020
Q2 | $4.39M | Buy |
89,456
+47,953
| +116% | +$2.36M | 0.57% | 21 |
|
|
2020
Q1 | $1.7M | Sell |
41,503
-433
| -1% | -$17.7K | 0.27% | 34 |
|
|
2019
Q4 | $2.76M | Buy |
41,936
+2,799
| +7% | +$184K | 0.4% | 27 |
|
|
2019
Q3 | $2.4M | Buy |
39,137
+53
| +0.1% | +$3.25K | 0.39% | 26 |
|
|
2019
Q2 | $2.37M | Sell |
39,084
-7,201
| -16% | -$437K | 0.41% | 27 |
|
|
2019
Q1 | $2.79M | Sell |
46,285
-117,142
| -72% | -$7.06M | 0.51% | 24 |
|
|
2018
Q4 | $8.8M | Buy |
+163,427
| New | +$8.8M | 1.99% | 12 |
|